About Us

    The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.

     

    Partner Websites

    Walsh & Nicholson Financial Group

    Summit Group of Virginia

     

    Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered by certain representatives through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and any individual offices affiliated with Alera Group, Inc., are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Q1 Compliance Update

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    March 5, 2024 at 01:00 pm CT | Virtual

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    Employee Benefits

    How Voluntary Benefits Inspire Employee Loyalty

    Presenters will show you how to use these benefits to meet the needs of both your business and employees, driving retention and saving money. 

    March 21, 2024 at 01:00 pm CT | Virtual

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    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules.

    April 2, 2024 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    What You Can Do To Get Ready For Tax Time

    Suggestions and tips to help you better prepare for upcoming tax season.

    February 20, 2024

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    Wealth Services

    A Taxing Story: Capital Gains and Losses

    Understanding how capital gains are taxed may help you refine your investment strategies.

    February 20, 2024

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    Wealth Services

    Five Most Overlooked Tax Deductions

    Five overlooked tax deductions to help manage your tax bill.

    February 20, 2024

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    Wealth Services

    Weekly Market Update

    Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

    February 20, 2024

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